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Inactive

Sharon Mary Pack

Crown Point Wealth Advisors

Hood River, OR

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Current Employers
Crown Point Wealth Advisors

1313 Belmont Ave., Hood River, OR 97031 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-05-16
  • OR RA
    APPROVED
    Since 2023-05-16

Branch Locations

1313 Belmont Ave., Hood River, OR 97031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cpwa, Llc Hood River OR 05/2023 Present
Edward Jones Hood River OR 11/2021 10/2022
Marchesi Vineyard Hood River OR 02/2021 10/2021
Cathedral Ridge Winery Hood River OR 05/2020 02/2021
Alison Palmer Physical Therapy Telluride CO 10/2014 09/2019
Cpwa, Llc Hood River OR 10/2022 05/2023
Unemployed Telluride CO 09/2019 05/2020
  • 05/2023 → Present
    Cpwa, Llc
    Hood River, OR
  • 11/2021 → 10/2022
    Edward Jones
    Hood River, OR
  • 02/2021 → 10/2021
    Marchesi Vineyard
    Hood River, OR
  • 05/2020 → 02/2021
    Cathedral Ridge Winery
    Hood River, OR
  • 10/2014 → 09/2019
    Alison Palmer Physical Therapy
    Telluride, CO
  • 10/2022 → 05/2023
    Cpwa, Llc
    Hood River, OR
  • 09/2019 → 05/2020
    Unemployed
    Telluride, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-04
  • S65 Uniform Investment Adviser Law Examination
    2023-05-04
Other Names
  • Sharon Mary Corsten

View on SEC IAPD

Other Firms

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KEY INVESTMENT SERVICES LLC
D.A. DAVIDSON & CO.
NORTHSIDE CAPITAL MANAGEMENT LLC
ADB CAPITAL MANAGEMENT, LLC
ONEDIGITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Molly Searcy
Lee McPherson
RONALD EDWIN BARNETTE
Dallas G Bates
Joseph Charles Knox Guenther
James D Williams
Branden Sky-Blue Buel
Brendan Kerr

Other Offices

EDWARD JONES · HOOD RIVER, OR
LPL FINANCIAL LLC · HOOD RIVER, OR
KEY INVESTMENT SERVICES LLC · Hood River, OR
EDWARD JONES · HOOD RIVER, OR
D.A. DAVIDSON & CO. · HOOD RIVER, OR
NORTHSIDE CAPITAL MANAGEMENT LLC · HOOD RIVER, OR
ADB CAPITAL MANAGEMENT, LLC · Hood River, OR
ADB CAPITAL MANAGEMENT, LLC · WHITE SALMON, WA

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